Northern Sky Research

The Bottom Line

Archive: May 2017 (X)

  • Asian Satellite Market Update

    May 17th, 2017 by Gagan Agrawal   More from this Analyst | Profile

    This week saw the successful launch of the fourth Inmarsat Global Xpress satellite. This launch was noteworthy because the company, by virtue of successfully launching the first three, has already achieved global HTS coverage. The coverage of the fourth—planned to address areas of high demand—has been a topic of much speculation over the past year or more, with Inmarsat CEO Rupert Pearce

    noting last week that the satellite could potentially see its mission changed during its in-orbit…

  • No Neutral Side in This Debate

    May 8th, 2017 by Lluc Palerm-Serra   More from this Analyst | Profile

    As FCC Chairman Ajit Pai recently proposed to roll back Net Neutrality rules, this reactivated one of the most heated debates in the telecom ecosystem. Arguing for keeping an “Open Internet” on one side and for creating a “framework to foster investments in Broadband” on the other, tech companies and Internet providers are poised for an inevitable clash in the name of better end-user services. Beyond the political debate, what are the implications for users, telecom actors and, in…

  • The Cost of Growth

    May 4th, 2017 by Gagan Agrawal   More from this Analyst | Profile

    Satellite operators have for some time enjoyed what the rest of the telecom industry might call “out of this world” EBITDA margins, and strong profit margins to boot. Operating in a niche market—for context, the combined revenues of the 10 largest telcos globally are around $850 billion, the total revenues for satellite telecom are estimated at ~$12 billion—has allowed satellite operators to live quite well, enjoying higher prices because their target market almost by definition uses…